Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director | November 01, 2021 | November 03, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WESTWOOD HOLDINGS GROUP INC
Report date November 01, 2021 · Filed November 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 77,597 |
Reported balance
After 2021-11-01 transaction · row 1
1 source rowRow 1 · 2021-11-01 · Purchase · Acquired 10,000 · Balance 77,597 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 01, 2021 Filed Nov 3, 2021 21:58 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 10,000 | $17.49 | $174,887.00 |
DisclosureSEC source: 0001171439-21-000006 · wf-form4_163597670153241.xml · nonDerivative · entry 1 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,597 Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 01:44 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001171439-21-000004 · wf-form4_161974703555678.xml · nonDerivative · entry 1 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,597 Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 21:39 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 5,000 | $12.29 | $61,461.50 |
DisclosureSEC source: 0001171439-20-000002 · wf-form4_159726833051561.xml · nonDerivative · entry 2 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 5,000 Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 21:39 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Purchasecommon stock | 5,000 | $12.29 | $61,461.50 |
DisclosureSEC source: 0001171439-20-000002 · wf-form4_159726833051561.xml · nonDerivative · entry 1 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,988 Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 20:26 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000100 · wf-form4_158827834226762.xml · nonDerivative · entry 1 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,988 Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:36 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000043 · wf-form4_155622817045305.xml · nonDerivative · entry 1 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,261 Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003035 · marketforms-41788.xml · nonDerivative · entry 1 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,683 Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002826 · marketforms-38659.xml · nonDerivative · entry 1 WOOLDRIDGE RAYMOND E · CIK 0001171439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,061 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.